NASDAQ$CRWD
Crowdstrike Holdings · Q4 2025 earnings
Q4 2025 earnings · · After market close · Investor relations
Briefing
CrowdStrike reported strong revenue growth and ARR expansion in Q4 2025.
CrowdStrike delivered a solid Q4 2025, achieving $1.06 billion in revenue, reflecting a 25% year-over-year growth. The company added $224 million in net new ARR, bringing total ARR to $4.24 billion, a 23% increase. GAAP net loss was $92.3 million, while non-GAAP net income reached $260.9 million. Free cash flow for the quarter stood at $239.8 million, with cash and cash equivalents totaling $4.32 billion.
- Total revenue increased 25% year-over-year to $1.06 billion.
- Net new ARR added in the quarter was $224 million, reaching $4.24 billion in total.
- Non-GAAP net income was $260.9 million, while GAAP net loss stood at $92.3 million.
- Cash and cash equivalents reached $4.32 billion.
Headline financials
Revenue & EPS history
Crowdstrike · Revenue · Quarterly
$1.06B
Revenue by segment
Crowdstrike · $1.1B total across 2 segments · Q1 2026
- Subscription$1.05B—95.2%
- Professional services$52.7M—4.8%
Forward guidance
CrowdStrike expects continued strong growth in Q1 FY26, with revenue projected between $1.10 billion and $1.11 billion. The company forecasts non-GAAP net income per share between $0.64 and $0.66, with FY26 revenue guidance ranging from $4.74 billion to $4.80 billion.
Tailwinds
- Revenue for Q1 FY26 expected to reach between $1.10 billion and $1.11 billion.
- Strong ARR growth momentum, with continued customer expansion.
- Non-GAAP income from operations projected between $173.1 million and $180.0 million.
- Cash position remains strong, supporting future investments and growth.
- Continued leadership in AI-driven cybersecurity solutions.
Headwinds
- GAAP operating losses persist despite revenue growth.
- Macroeconomic uncertainties may impact cybersecurity spending.
- Increased operating expenses due to R&D and expansion.
- Stock-based compensation continues to impact profitability.
- Competition in the cybersecurity space remains intense.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q4 2025
+2.5%
Avg return
Earnings day
+2.1%
Avg return
5 days after
+6.7%
Avg return
30 days after
63%
17 / 27 earnings
Positive
+26.9%
Q4 2020
Best reaction
-15.6%
Q3 2023
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q4 2026 | +0.8% | +10.9% | +2.0% | |
| Q3 2026 | +0.6% | -0.3% | -12.2% | |
| Q2 2026 | +12.9% | -2.2% | +13.9% | |
| Q1 2026 | +2.0% | +3.0% | -7.2% | |
| Q4 2025 | -6.3% | -20.8% | -17.6% | |
| Q3 2025 | -4.4% | -4.9% | +0.4% | |
| Q2 2025 | +0.7% | +2.8% | +5.9% | |
| Q1 2025 | +10.8% | +13.1% | +25.4% | |
| Q4 2024 | +5.0% | +2.9% | -1.5% | |
| Q3 2024 | +11.6% | +11.9% | +21.9% | |
| Q2 2024 | +11.1% | +9.9% | +14.1% | |
| Q1 2024 | -0.7% | -2.8% | -7.4% | |
| Q4 2023 | +1.0% | -6.2% | +0.2% | |
| Q3 2023 | -15.6% | -11.1% | -25.0% | |
| Q2 2023 | -4.9% | -10.2% | -13.7% | |
| Q1 2023 | +0.4% | +9.4% | +11.0% | |
| Q4 2022 | +21.8% | +16.8% | +39.2% | |
| Q2 2022 | -5.7% | -2.8% | -14.2% | |
| Q1 2022 | -6.2% | -2.5% | +14.5% | |
| Q4 2021 | +3.7% | -3.0% | +6.3% | |
| Q3 2021 | +9.3% | +15.7% | +43.6% | |
| Q2 2021 | -10.0% | -12.9% | -2.7% | |
| Q1 2021 | +3.4% | -1.0% | +13.1% | |
| Q4 2020 | +26.9% | +48.4% | +67.6% | |
| Q3 2020 | -7.4% | -13.5% | -7.7% | |
| Q2 2020 | -10.9% | -16.0% | -25.2% | |
| Q1 2020 | +17.6% | +22.2% | +35.3% | |
| Q4 2019 | — | — | — | |
| Q3 2018 | — | — | — | |
| Q2 2018 | — | — | — | |
| Q1 2018 | — | — | — | |
| Q4 2017 | — | — | — |
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